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Intuitive Surgical
ISRG

Overview Fund Activity

610 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 214 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+33
Holders Change %
+5.72%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
214
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.65M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.05B
2
JHIU
Janus Henderson Investors US
Colorado
$112M
3
Goldman Sachs
Goldman Sachs
New York
$177M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$521M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B

Top Sellers

1
TAM
Tiverton Asset Management
Delaware
$13.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.61B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$208M
4
Morgan Stanley
Morgan Stanley
New York
$724M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
376
Lodestar Investment Counsel
Illinois
$886K – – –
WT
377
Whittier Trust
California
$883K -$154K -1,908 -15%
PAG
378
Private Advisor Group
New Jersey
$877K +$249K +3,132 +40%
MERSOM
379
Municipal Employees' Retirement System of Michigan
Michigan
$870K – – –
TAM
380
Tocqueville Asset Management
New York
$852K -$50.8K -630 -6%
Pacer Advisors
381
Pacer Advisors
Pennsylvania
$837K -$51.5K -639 -6%
MYLI
382
Meiji Yasuda Life Insurance
Japan
$834K +$834K +10,350 New
SW
383
SVB Wealth
Massachusetts
$819K -$44.2K -549 -5%
Toronto Dominion Bank
384
Toronto Dominion Bank
Ontario, Canada
$812K +$663K +8,235 +446%
GF
385
Gerstein Fisher
New York
$811K +$2.9K +36 +0.4%
SAM
386
Symphony Asset Management
California
$809K +$809K +10,044 New
NAM
387
North American Management
Massachusetts
$808K – – –
QI
388
QS Investors
New York
$804K – – –
LIA
389
LS Investment Advisors
Michigan
$791K -$89.9K -1,116 -10%
TMAM
390
Tokio Marine Asset Management
Japan
$778K -$89.8K -1,116 -10%
BCP
391
Berkeley Capital Partners
Georgia
$778K -$725 -9 -0.1%
Rafferty Asset Management
392
Rafferty Asset Management
New York
$776K +$112K +1,395 +17%
Janney Montgomery Scott
393
Janney Montgomery Scott
Pennsylvania
$748K +$748K +9,288 New
WDA
394
Wendell David Associates
New Hampshire
$739K – – –
PCMI
395
Paradigm Capital Management Inc
New York
$725K – – –
SPM
396
Symmetry Peak Management
Pennsylvania
$725K +$725K +9,000 New
DSI
397
Daiwa SB Investments
Japan
$718K -$334K -4,140 -32%
AIM
398
Assured Investment Management
New York
$713K -$54.4K -675 -7%
WTC
399
WhitTier Trust Company
Nevada
$711K – – –
MSV
400
MN Services Vermogensbeheer
Netherlands
$707K +$22.5K +279 +3%
14 15
16
17 18